Invoicing
Bill clients from the hours you already approved.
Pick a client and a period. CrewClock groups the approved hours by rate, builds the invoice and attaches a timesheet annexure the client can check line by line. Record payments as they arrive and see who is overdue.
Rates per client, overrides per person
Each client has a bill rate and a currency. When one person is billed differently, set an override for them. Rates have effective dates, so a rate change from next month does not touch this month's invoice.
- Bill rate and currency per client
- Per-person overrides when needed
- Effective dates on every rate
- Monthly hour budgets with alerts before you overrun
The invoice and its annexure, from one source
The invoice lists hours by rate; the annexure lists every approved entry behind those hours, by person and day. Both come from the same approved timesheet, so the client never finds a line that does not add up. Add a manual line for expenses or a fixed fee when you need one.
- Invoice numbering pattern you control
- Timesheet annexure attached as PDF
- Manual lines for fixed fees or expenses
- Tax, discount and rounding handled per invoice
Also in CrewClock
Payments and aging
Record full or part payments against an invoice. The aging report shows what is outstanding per client and for how long, and the profitability report puts billed revenue next to payroll cost by client, person and month.
- Part payments and payment references
- Aging report per client
- Invoice emailed to the client with PDF
- Profitability by client, person and month
Questions
Invoicing: frequently asked
Can we invoice in a different currency from our payroll?+
Yes. Each client has its own currency; payroll runs in your company currency. Reports show totals per currency.
Can an invoice include hours that are not approved?+
No. Only approved hours are billable, which is what keeps the invoice and the annexure consistent. You can add manual lines for anything outside the timesheet.
Can we change an invoice after sending it?+
A sent invoice can be cancelled and reissued. Draft invoices can be edited freely. Everything is in the activity log.
Does the client get a PDF?+
Yes. The invoice and the annexure are generated as PDF, with your logo and bank details, and can be emailed from CrewClock.
More features: Timesheets & approvals, Leave / PTO, Payroll & salary slips, Attendance.
See invoicing in the demo.
A sample company with a team, clients and two months of data. No signup, every page unlocked.